The CFO Project

The Key Skills a CFO Advisor Must Possess


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In this episode of "Escaping The Accountant's Trap," host Adam Lean sits down with Jolyeane Kimble, an experienced finance expert, to discuss the ins and outs of becoming a successful CFO advisor. Jolyeane shares her journey from corporate finance to owning and selling multiple businesses, and how this experience shaped her approach to advisory services. She offers practical advice for accountants and bookkeepers looking to expand their services and make more money by helping small business owners make better financial decisions.

Jolyeane and Adam tackle common misconceptions about CFO advisory services, emphasizing that these skills are valuable for businesses of all sizes, not just large corporations. They discuss the importance of understanding both the numbers and the day-to-day challenges faced by small business owners. Whether you're an accountant considering offering CFO services or a bookkeeper aiming to increase your value to clients, this episode provides actionable insights to help you transform your practice and build more rewarding client relationships.

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And check out The CFO Project's free training here:
https://thecfoproject.com/start-a-cfo-service

Learn More About The CFO Project:
https://thecfoproject.com/

Learn More About Jolyeane and Financial Edge Consulting
https://www.fecgrow.com/

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The CFO ProjectBy Adam Lean

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